5 Alpha Tweets - SOL's Blinks Driven Supercycle, Advice for Sidelinoors & More
5 Alpha Tweets - SOL's Blinks Driven Supercycle, Advice for Sidelinoors & More
Edition 130
Welcome to the alpha please newsletter. I curate five alpha tweets every week; that’s it, that’s the newsletter.
gm friends, big week.
After one of the most uncertain FOMC meetings of the past decades, with split odds between a 25 bps or 50 bps cut until the very end, the Fed finally opted for a 50 bps cut with a 10-1 vote. This officially marks the beginning of its largely anticipated easing cycle.
Many alts have ripped, but I suspect we will see the true move of the market in the next few days. Regardless of the very short term, I’m bullish Q4 and beyond.
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Your weekly reading:
(*All the screenshots will take you to Twitter if you click.)
1. Crypto Market Analysis (Breadth, Liquidity, Fundamentals)
Excellent charts and analysis from Jamie. Well worth your time.
2. Advice for Sidelinoors and those FOMOing
Words of wisdom from Joshua.
3. SOL’s Blinks-Driven Consumer Supercycle
Kel’s thesis on why Blinks will be the 1,000x unlock allowing Solana apps to reach mainstream status.
4. Solana Breakpoint round-up
Read this 1-minute thread from Gumshoe and you’ll be up to date with the major announcements from Breakpoint.
5. DePIN Deep Dive
Extremely long but valuable read from knower. If you really want to understand where DePIN is today and where it is going, then this report is a MUST read.
Quest of the week (brought to you by Layer3)
B3 is a horizontally-scaled gaming ecosystem, built on Base. 20 gaming studios have committed to deploying games on B3, including top onchain game developers Mighty Bear Games, Parallel and the Echelon Prime Ecosystem, Nifty Island, Infinigods, GameCoin, Anomaly, Wanderers, MetaStreet, DEAR by ARPA, Iskra, and more.
alpha_pls tweet of the week
Solana thoughts.
And that’s your alpha.
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.